person

Brad Setser

Former US Treasury official at the Council on Foreign Relations, cited for China's 55 million car production capacity estimate.

Known aliases

Setser

Relationships

No evidence-backed relationships are recorded.

Current clusters

invest1 distinct publisher

The tariff guards the shopper, not the margin: Apollo's read on China Shock 2.0

Torsten Slok says the second China shock lands in EVs, chips and high-tech rather than cheap goods. Import barriers hold the US price line; they do nothing for what American firms earn abroad.

Publishers:fortune.com

Reality

Evidence50
Adoption66
Hype gap+18
Incentives62

invest1 distinct publisher

Unitree at 5.6 times offer, Hui Ka Yan for life: two prints from one capital machine

A Chinese humanoid maker popped 460% on debut the same week Evergrande's founder was jailed for life. Solar, batteries and cars already show what state-funded buildouts do to margins.

Publishers:semafor.com

Reality

Evidence38
Adoption24